FINANCIAL PLANNING

INDUSTRY NEWS

Fund manager and financial planning firm, Fiducian Portfolio Services, has closed its $22.4 initial million public offering oversubscribed....

INDUSTRY NEWS

MACQUARIE Bank has become one of the first local financial services providers to provide screen scraping facilities with the rollout of a Web site to customers....

INDUSTRY NEWS

Financial planners and boutique fund manager Fiducian Portfolio Services closed on its first day of trading just four cents down on its $1.20 issue price....

INDUSTRY NEWS

Bendigo Bank has joined forces with SMF Funds Management in an effort to shake up its lagging position in the superannuation market....

INDUSTRY NEWS

The popularity of investing in the share market has been reconfirmed with over 36 per cent of Australian households holding some form of securities according to the Melbo...

INDUSTRY NEWS

About 3,500 financial services professionals, including 100 Australians, crammed into a Boston conference venue to catch the US-based FPA annual conference, Success Forum...

INDUSTRY NEWS

The critical issues in education and training for the financial planning profession will be addressed in November, in the one of the first Financial Planning Educators Sy...

INDUSTRY NEWS

A recent dip in the share prices of core technology stocks is not a sign of that sector trending downward, according to Henderson Investors head of global technology Bria...

INDUSTRY NEWS

Colonial First State is looking on target for another strong performance year, fol-lowing two consecutive years as Money Management’s Fund Manager of the Year....

INDUSTRY NEWS

In a raft of initiatives AMP has announced the launch of a direct channel that could radically change the role of its adviser network....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
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